Built by advisers and paraplanners, for advice practices
Oro replaces the static, error-prone PDF Statement of Advice with an AI-powered interactive portal — so your clients actually understand their advice.
We've written the file notes, chased the super statements, and rebuilt the same data table for the fifth time in a week. Oro exists because we got tired of technology built by people who've never opened Xplan.
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How it works
Oro ingests your client data, tracks every source and date, and generates an advice document clients can actually navigate.
Connect your CRM, upload super statements, or paste file notes. Oro tracks every source with date-aware logic — no more mismatched "as at" dates.
Our AI generates a structured draft, pulling verified figures and flagging any inconsistencies for your review. You stay in control.
Instead of a 50-page PDF, clients receive an interactive web portal — searchable, readable, and built to actually communicate the advice.
What we solve
Not a generic document tool. Oro is designed specifically for the Australian advice workflow.
Every figure in Oro is tagged to its source and date. 30 June super balance vs. today's account balance — Oro knows the difference and surfaces it clearly.
Every data point, every decision. The full source trail is preserved, so your file notes and the advice document always tell the same story.
Clients navigate their SOA like a website — with sections, summaries, and plain-language explanations. Understanding replaces overwhelm.
Paraplanners focus on advice quality, not copy-paste. Oro handles the data reconciliation so your team can handle the thinking.
Early access
We're building with a small group of advisers and paraplanners from the ground up. Join the list to shape what it becomes.